Williams & Novak’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Williams & Novak’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$527K	Sell	6,965 -1,600	-19%	-$122K	0.31%	72
2026 Q2	$652K	Sell	8,565 -1,000	-10%	-$74.4K	0.43%	62
2026 Q1	$664K	Hold	9,565	–	–	0.5%	56
2025 Q4	$642K	Hold	9,565	–	–	0.48%	54
2025 Q3	$622K	Hold	9,565	–	–	0.48%	55
2025 Q2	$583K	Sell	9,565 -20	-0.2%	-$1.16K	0.5%	57
2025 Q1	$533K	Sell	9,585 -129	-1%	-$7.08K	0.52%	52
2024 Q4	$507K	Sell	9,714 -190	-2%	-$10.4K	0.49%	56
2024 Q3	$567K	Sell	9,904 -384	-4%	-$20.9K	0.53%	51
2024 Q2	$547K	Sell	10,288 -72	-0.7%	-$3.84K	0.51%	50
2024 Q1	$529K	Hold	10,360	–	–	0.6%	45
2023 Q4	$529K	Buy	+10,360	New	+$499K	0.6%	45

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Williams & Novak's ACWX Position: Q3 2026 in Review

Williams & Novak reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 19% in Q3 2026, selling an estimated $122K and leaving 6,965 shares worth $527K. The position accounts for 0.31% of the portfolio, ranked #72.

Williams & Novak first reported a position in ACWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $664K in Q1 2026. 311 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Williams & Novak held 6,965 shares of iShares MSCI ACWI ex US ETF worth $527K as of Q3 2026.
Williams & Novak sold 1,600 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $122K.
iShares MSCI ACWI ex US ETF made up 0.31% of Williams & Novak's portfolio in Q3 2026, its #72 holding.
Williams & Novak first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares MSCI ACWI ex US ETF position peaked at $664K in Q1 2026.
311 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.